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| Provider | Service type | Compensation |
|---|---|---|
HDH ADVISORS LLC6 years Filed as: HDH ADVISORS, LLP Service code 34 · EIN 26-0734074 1601 22ND ST STE 305 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $13,500 |
MARTENS & COMPANY, CPA, LLP9+ years Service code 10 · EIN 59-3823192 4949 PLEASANT ST STE 104 · WEST DES MOINES, IA 50266 | Accounting | $11,700 |
JOE ROBERTS6 years Service code 34 · EIN 41-8880797 1422 RIVER PINE DR · COLLIERVILLE, TN 38017 | Valuation (appraisals, etc.) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,571 | $80,763-27.5% | $102,412-42.8% | $74,459-21.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.56% | 27.57%-18.0pp | 24.94%-15.4pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $3,100 | $3,160-1.9% | $3,870-19.9% | $2,626+18.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $79 | $2,371-96.7% | $8,388-99.1% | $1,945-95.9% |